JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1.08B
3 +$985M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$928M
5
MDT icon
Medtronic
MDT
+$777M

Top Sells

1 +$1.46B
2 +$871M
3 +$711M
4
CB icon
Chubb
CB
+$638M
5
LOW icon
Lowe's Companies
LOW
+$613M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$3.57M ﹤0.01%
114,766
-234,706
2277
$3.56M ﹤0.01%
86,300
-9,690
2278
$3.56M ﹤0.01%
176,222
-122,878
2279
$3.56M ﹤0.01%
85,410
-5,944
2280
$3.56M ﹤0.01%
72,559
-195,329
2281
$3.56M ﹤0.01%
51,566
-53,974
2282
$3.55M ﹤0.01%
71,733
+68,497
2283
$3.54M ﹤0.01%
90,642
-4,657
2284
$3.54M ﹤0.01%
1,200,966
-6,804
2285
$3.53M ﹤0.01%
218,010
-18,750
2286
$3.53M ﹤0.01%
34,910
-684
2287
$3.51M ﹤0.01%
822,897
+77,642
2288
$3.5M ﹤0.01%
95,292
-8,993
2289
$3.5M ﹤0.01%
97,722
-26,419
2290
$3.49M ﹤0.01%
+179,400
2291
$3.49M ﹤0.01%
100,177
-8,689
2292
$3.47M ﹤0.01%
635,075
-17,540
2293
$3.47M ﹤0.01%
195,412
+184,843
2294
$3.46M ﹤0.01%
168,762
-55,392
2295
$3.46M ﹤0.01%
65,588
+41,049
2296
$3.46M ﹤0.01%
75,755
-36,158
2297
$3.45M ﹤0.01%
53,800
+4,413
2298
$3.45M ﹤0.01%
89,971
-436,534
2299
$3.45M ﹤0.01%
96,339
+1,491
2300
$3.45M ﹤0.01%
114,741
-7,403